See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,721 | $111,754+110.9% | $103,333+128.1% | $145,922+61.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.97% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $10,643 | $4,212+152.7% | $3,868+175.2% | $4,660+128.4% |
| Participant deferral / active EE | $11,726 | $5,619+108.7% | $5,057+131.9% | $6,688+75.3% |
| Admin fee / account holder | $1,594 | $9,750-83.7% | $8,355-80.9% | $13,397-88.1% |